📊 ROO.FUND Investment Research Weekly 2026.08.03
The Federal Reserve meeting triggered market dissatisfaction, prompting the bond market to take alert
3 key takes:
1️⃣ Fed holds but 3 dissenters — bond vigilantes push long-end yields higher. Credibility under fire.
2️⃣ US & Japan jointly intervene to prop up JPY — first time since 2011. Weak yen was spilling into global bonds.
3️⃣ Tech deleveraging shows capitulation signs: momentum reversed, neutral funds squeezed, hedge fund exposure plunges.
Watch: inflation volatility, rate‑hike expectations, and VIX mispricing.
🔗 Full report: https://medium.com/@info.roosterdao/roo-fund-investment-research-weekly-2026-08-03-c6344bd35262?postPublishedType=initial
#ROO #ROOFUND #Web3 #MARCO
The Federal Reserve meeting triggered market dissatisfaction, prompting the bond market to take alert
3 key takes:
1️⃣ Fed holds but 3 dissenters — bond vigilantes push long-end yields higher. Credibility under fire.
2️⃣ US & Japan jointly intervene to prop up JPY — first time since 2011. Weak yen was spilling into global bonds.
3️⃣ Tech deleveraging shows capitulation signs: momentum reversed, neutral funds squeezed, hedge fund exposure plunges.
Watch: inflation volatility, rate‑hike expectations, and VIX mispricing.
🔗 Full report: https://medium.com/@info.roosterdao/roo-fund-investment-research-weekly-2026-08-03-c6344bd35262?postPublishedType=initial
#ROO #ROOFUND #Web3 #MARCO